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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,502 | $102,429+18.6% | $147,096-17.4% | $80,925+50.1% |
| Participation rate | 14.8% | 75.9%-61.0pp | 82.2%-67.4pp | 67.7%-52.8pp |
| Annual return | 22.74% | 135.02%-112.3pp | 419.75%-397.0pp | 35.65%-12.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $578 | $6,649-91.3% | $8,071-92.8% | $4,299-86.6% |
| Admin fee / account holder | $10,805 | $7,957+35.8% | $13,005-16.9% | $6,940+55.7% |